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I’m working with a leading wealth management firm in Taunton that is looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they’re keen to hear from individuals with experience in financial services client administration, ideally based locally to Taunton.
If you’re looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm.
Salary
Up to £39,000 DOE – above market for the right candidate
Location
Hybrid / Taunton
Key Responsibilities
- Coordinate diaries and schedule client meetings
- Support Financial Advisors with day-to-day client servicing
- Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience
- Prepare client meeting packs and documentation
- Generate invoices as needed
- Maintain and update client databases
Requirements
- Experience in client administration within financial services
- Proficiency with Intelligent Office is essential
The company offers hybrid/flexible working.
If this role sounds like the right opportunity for you and you would like more information, please send your CV to:
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
